Mark Sheptoff Financial Planning’s Citizens Financial Group CFG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CFG Stock Details CFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$508K	Buy
2023 Q3	–	Sell
2023 Q2	$170K	Buy